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u/samvarr

2 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d222100%-0.9%-0.9%
3d222100%-2.7%-2.7%
1w222100%-2.7%-2.7%
1m222100%-12.1%-12.1%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$USODiscussionbearish
u/samvarr · 56d ago1 prior · awaiting results
Long USO $80P exp Dec 15

In 20k of USO puts because 150 dollar oil is fking stupid

Oil at $150 is unsustainably elevated and will retrace when geopolitical tensions ease. Historical oil spikes have always retraced, and current prices are driven by temporary POTUS policy, making long-dated puts a favorable risk/reward trade.

At post $152.96Now $117.79-23.0% since postedas of Jul 13, 4:59 PM ET
1d-5.7%
3d-7.9%
1w-7.9%
1m-24.9%
3m—
6m—
1y—
original post →
$TXNDDbullish
u/samvarr · 63d ago1 prior · awaiting results
“$40k LEAPs”

The Analog Chip Trade: Texas Instruments to 2 Trillion

Texas Instruments is positioned to capture $1-2T in annual AI capex by 2030 as the leading analog chip supplier with operational domestic fabs. National security mandates, AI infrastructure demands (data centers, nuclear/grid power conversion), and space/satellite buildout will drive massive analog content growth across every compute cluster and critical infrastructure node.

At post $295.17Now $298.57+1.1% since postedas of Jul 13, 4:59 PM ET
1d+3.8%
3d+2.6%
1w+2.4%
1m+0.7%
3m—
6m—
1y—
original post →

End of results.